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Technology Stocks : Network Appliance -- Ignore unavailable to you. Want to Upgrade?

To: quidditch who wrote (5726)	1/4/2001 10:26:42 PM
From: DownSouth	Respond to of 10934

Good questions, sm. NTAP's product line, from top to bottom, ranges from $50K to $500k or more in price with capacities from 150GB up to multiple TB. I think that their own installed base may be a good market for them in these conditions. These folks already understand the technology and will not hesitate to delay the purchase of SUNW and NT platforms and instead add more drives and filers to their configs, alleviating at least the storage problem, if not the demand on app server CPU.

To: quidditch who wrote (5726)	1/5/2001 5:12:05 PM
From: cfoe	Read Replies (1) \| Respond to of 10934

We have seen the analysts talk about reduced IT budgets There may be another similarity here to Telco situation. I also own Ciena, and as of now they have been spared the fate of Nortel and Lucent. Ciena has guided higher, not lower, revenues going forward, mainly because they have no legacy (older Sonet) products, which are the products seeing the main (exclusive?) decline in Telco capital spending. Could NTAP's situation be analogous to Ciena's. That is, they are selling the right product to their market. Maybe the items facing the IT slowdown are PCs (definitely), mainframes (probably) and big servers (also probably). So while in total IT spending may be slowing, NTAP could still see an increase.